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Spire Wealth Management’s POSCO PKX Stock Holding History

Spire Wealth Management’s Portfolio PKX Stock Details PKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-55
Closed -$5.64K – 2443
2023
Q3 		$5.64K Hold
55
– – ﹤0.01% 1914
2023
Q2 		$4.07K Hold
55
– – ﹤0.01% 2051
2023
Q1 		$3.83K Hold
55
– – ﹤0.01% 2098
2022
Q4 		$3K Hold
55
– – ﹤0.01% 1984
2022
Q3 		$2K Buy
+55
New +$2.46K ﹤0.01% 1984
2021
Q2 		– Sell
-200
Closed -$14K – 2876
2021
Q1 		$14K Buy
+200
New +$12.8K ﹤0.01% 2304

Other funds holding PKX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Spire Wealth Management's PKX Position: Q4 2023 in Review

Spire Wealth Management sold out of POSCO (PKX) in Q4 2023, closing a stake of 55 shares — an estimated $5.64K sold.

Spire Wealth Management first reported a position in PKX in Q1 2021 and held it in 6 quarters. The position peaked at $14K in Q1 2021. 176 funds tracked by Wall St. Rank hold PKX as of Q4 2023.

  • Spire Wealth Management reported no remaining POSCO position as of Q4 2023 after selling out during the quarter.
  • Spire Wealth Management sold 55 POSCO shares in Q4 2023, an estimated $5.64K.
  • Spire Wealth Management first reported a position in POSCO in Q1 2021 and held it in 6 quarters.
  • Spire Wealth Management's POSCO position peaked at $14K in Q1 2021.
  • 176 funds tracked by Wall St. Rank held POSCO as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.